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First Trust Large Cap Value AlphaDEX Fund

138 hedge funds and large institutions have $860M invested in First Trust Large Cap Value AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 34 increasing their positions, 54 reducing their positions, and 7 closing their positions.

Holders
138
Holders Change
+24
Holders Change %
+21.05%
% of All Funds
2.73%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
33
Increased
34
Reduced
54
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
101
Northwest Wealth Management
Iowa
$285K -$8.87K -157 -3%
APA
102
American Portfolios Advisors
New York
$249K -$1M -17,782 -80%
US Bancorp
103
US Bancorp
Minnesota
$245K -$12.5K -221 -5%
CAM
104
Concorde Asset Management
Michigan
$245K +$245K +4,343 New
BRWA
105
B. Riley Wealth Advisors
Florida
$221K -$56.1K -992 -20%
AA
106
AlphaMark Advisors
Kentucky
$142K
TA
107
TFG Advisers
Michigan
$128K +$128K +2,269 New
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$101K +$509 +9 +0.5%
AWMS
109
Advocacy Wealth Management Services
Georgia
$95K
Fidelity Investments
110
Fidelity Investments
Massachusetts
$80K +$1.58K +28 +2%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$76K
HF
112
Halpern Financial
Virginia
$58.8K +$58.8K +1,040 New
AssetMark Inc
113
AssetMark Inc
California
$56K
AIC
114
Ameritas Investment Company
Nebraska
$55K -$9.76K -174 -15%
WC
115
Whitnell & Co
Illinois
$54K +$3.4K +60 +7%
NFG
116
Next Financial Group
Texas
$50K +$6.16K +109 +14%
EP
117
Eudaimonia Partners
Tennessee
$49K +$49K +868 New
SAM
118
S.A. Mason
Michigan
$42K +$42K +744 New
HWM
119
Holloway Wealth Management
Florida
$41K -$38K
SPIA
120
Steward Partners Investment Advisory
New York
$39K
SL
121
Salomon & Ludwin
Virginia
$34K
ST
122
Smithfield Trust
Pennsylvania
$34K
GRP
123
Global Retirement Partners
California
$33K -$9.84K -173 -23%
CTC
124
Central Trust Company
Missouri
$32K
GWM
125
Geneos Wealth Management
Colorado
$28K